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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-17 |
| PA | RA | APPROVED | 2020-07-24 |
Branch Locations
290 W Hamilton Ave., State College, PA 16801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | State College | PA | 06/2009 | 11/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2016 |
| United Advisors Services | State College | PA | 11/2016 | 07/2020 |
| Financial Services International Corp | Edmonds | WA | 11/2016 | 07/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2020 | Present |
1)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 07/24/20 2) VK WEALTH ADVISORS, 290 W HAMILTON AVE, STATE COLLEGE, PA, COLLECT OFFICE RENT, COO, 08/01/19, NIR, 1/MO- 0/TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-29 |
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